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AEPFX vs RIVLX
AEPFX vs RIVLX Comparison
Open Charts AEPFX vs RIVLX
AEPFX vs RIVLX Comparison Chart in %
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AEPFX vs. RIVLX commentary
Jun 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Hold and RIVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. RIVLX (2.67B). AEPFX pays higher dividends than RIVLX: AEPFX (2.64) vs RIVLX (1.36). AEPFX was incepted earlier than RIVLX: AEPFX (18 years) vs RIVLX (7 years). RIVLX (0.60) and AEPFX (0.59) have similar cost to investors . AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVLX (32.00). AEPFX (250) and RIVLX (250) have matching initial minimum investment requirements. AEPFX annual gain was more profitable for investors over the last year : 14.44 vs. RIVLX (11.77). RIVLX return over 5 years is better than : 29.28 vs. AEPFX (-2.43).
| AEPFX | RIVLX | AEPFX / RIVLX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.60 | 98% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 9.544 | 5.847 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.64 | 1.36 | 193% |
| Returns for 1 year | 14.44 | 11.77 | 123% |
| Returns for 3 years | 28.90 | 39.90 | 72% |
| Returns for 5 years | -2.43 | 29.28 | -8% |
| Returns for 10 years | 71.64 | N/A | - |
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